Find employees

Goal

Find, filter, and open employee records.

Who it is for

HR clerk with hr.view.

Preconditions

• Module hr_records enabled; permission hr.view.

Steps

1. Open HR & Time → Employees.
2. Filter by status: Active, Terminated, or All.
3. Scan columns: number, name, department, job title, status.
4. Open a row for the employee 360° detail (overview, employment & pay, time & leave, pay & benefits, records — tabs depend on enabled modules).
5. From detail (with hr.manage): Terminate or Archive, or open edit.
6. Choose New employee (hr.manage) to create.

Result

You can locate the person and drill into follow-on HR or payroll work.

Related

• Create an employee
• Edit an employee
• HR & Payroll Workspace